William Dee Houser

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 12/2024
  Aligned Advisors, Llc
  Dallas, TX
• 11/2005 → 03/2017
  Jordan, Houser & Flournoy, Llp
  Dallas, TX
• 11/2005 → 03/2017
  Houser & Flournoy, P.C.
  Dallas, TX
• 02/2017 → Present
  Houser Law Firm, P.C.
  Dalls, TX
• 05/2026 → Present
  Eversource Wealth Advisor
  Birmingham, AL

Previous Registrations

• 2016-03-31 → 2024-12-02
  Aligned Advisors, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX

Other Businesses

Houser Law Firm P.C. 10000 N. Central Expressway Suite 800 Dallas, TX 75231 Non-Investment Related Law Firm Partner / 70% Owner February 2017 to Present Provides legal advice Devotes 95% of his time to these duties Name Hastings, Laun, and Houser, LLLC 65-1230 Mamalahoa Hwy, Ste B-20, Kamuela, HI; Investment Related: NO, Nature of Business: Law Firm; Have an ownership interest. 0 Hours/In process of terminating.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-12